Product and Price Rules in Salesforce CPQ
Product Rules in Salesforce CPQ compare the Products in a Quote to user-defined conditions and display a notice in the Quote Line Editor if the conditions are not met. Product rules include a condition that must be met, an error message, and a filter. Price Rules in salesforce CPQ is a powerful tool that allows admins to update the value of any field on the quote line, the quote line group, or the quote record itself. Let’s take a look at these concepts in detail.
Product Rules in Salesforce CPQ
There are four types of product rules in salesforce CPQ:
Price Rules in Salesforce CPQ
Price Rules are written in an if/then style. IF something is true, THEN take action in that case.
Price rules in Salesforce CPQ can be directed at the calculator in the quote line editor or the configurator. You can instruct the calculator’s evaluation event field to use the pricing rule if you target the calculator. Price rules may be directed at the configurator or the quote line editor’s calculator. If you target the calculator, the Calculator Evaluation Event field can be configured to apply the price rule before, after, during, or a combination of all three times the calculator is being used.